Shannon Tefft-Janes - Daily Money Manager

Shannon Tefft-Janes - Daily Money Manager Email and Phone Number

President and Founder @ Executor Navigator, LLC
Cedar Park, TX, US
Shannon Tefft-Janes - Daily Money Manager's Location
Cedar Park, Texas, United States, United States
About Shannon Tefft-Janes - Daily Money Manager

How do you do?I'm Shannon, a dedicated Daily Money Manager specializing in helping busy professionals, seniors, special needs individuals, and others who lack the time or capacity to manage their financial lives. I transform financial chaos into structured prosperity, ensuring you avoid costly mistakes and unnecessary stress.Here’s how I make a difference:Personalized Financial Oversight: I start with your unique challenges and develop tailored action plans, making complex financial situations manageable.Expert Guidance: With extensive experience in various financial and project management fields, I don’t just manage your finances; I improve them.Strategic Problem-Solving: Known for my ability to foresee and mitigate financial pitfalls, I educate clients on smart financial practices to preserve and grow their wealth. I work hand-in-hand with your wealth advisor, CPA, and attorneys to implement their recommendations in your day-to-day life.Reliable Network: My access to a vetted network of professionals saves time and uncertainty if you need services beyond my scope.Key Services Include:Daily Money Management: Like a Financial Executive Assistant but more. Bill pay, budgeting, financial organizing and more.Estate and Trust Administration: Easing the burden during challenging times. Bill pay, beneficiary communications, project management and coordination, etc.Fractional Household Chief of Staff: Financial oversight and budgeting, document management, vendor liaison, project management, etc.Financial Concierge Services: Tailored to individual needs.Don't let financial mismanagement cost you your peace of mind and hard-earned wealth. By partnering with me, you ensure your financial affairs are handled with expertise and care, safeguarding your future.Let's Navigate Your Financial Journey Together!Whether you need comprehensive management or an accountability partner to meet specific financial goals, I'm here to streamline and enhance your financial health. Reach out via LinkedIn messaging or schedule a consultation through my website to discover how I can serve you best.

Shannon Tefft-Janes - Daily Money Manager's Current Company Details
Executor Navigator, LLC

Executor Navigator, Llc

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President and Founder
Cedar Park, TX, US
Website:
ExecutorNavigator.com
Employees:
1
Shannon Tefft-Janes - Daily Money Manager Work Experience Details
  • Executor Navigator, Llc
    President And Founder
    Executor Navigator, Llc
    Cedar Park, Tx, Us
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  • Executor Navigator, Llc
    President/Founder
    Executor Navigator, Llc Feb 2022 - Present
    Austin, Texas Metropolitan Area
    Executor Navigator, LLCAs the founder of Executor Navigator, I provide essential administrative support to executors and trustees managing estates. Recognizing that estate management can be overwhelming, especially during emotional times, I offer a range of services designed to handle the business side of estates effectively and empathetically.Services Include:* Comprehensive Estate Management: Taking charge of day-to-day administrative tasks to free executors from the burden.* Project Management Expertise: Applying robust organizational skills to ensure all estate dealings are handled on time and with precision.* Strategic Advisory: Working closely with the estate attorney to ensure their recommendations are followed through and adhering to important dates and deadlines.* Beneficiary Communications & Transparency: Keeping estate accounting records and issuing periodic updates to beneficiaries regarding estate progress. A neutral 3rd party helping to keep an eye on the assets and accounts.
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  • Independence Navigator
    Owner/Founder
    Independence Navigator Feb 2022 - Present
    Cedar Park, Texas, United States
    At Independence Navigator, we offer tailored financial and household administration services, ideal for busy professionals, the elderly, and those with special needs:* Daily Money Management: Bill paying, account reconciliation, bookkeeping, monitoring.* Budgeting and Cash Flow Management: Optimizing your financial resources.* Professional Services Liaison: Coordinating with various financial professionals.* Tax and Financial Document Management: Organizing and handling important documents.* Mail Management: Sorting and responding to your financial correspondence.* Fraud Monitoring: Protecting your financial interests.* Medical Bill and Insurance Review: Ensuring accurate billing and insurance claims. * Investment Monitoring: Overseeing your investment portfolio.* Household Administration: Coordinating home health care, maintenance, vehicle registrations, insurance updates.* Financial-Oriented Personal Assistant Services: Customized assistance, available virtually or in-person.* Vendor Review: Soliciting and evaluating bids and offers.Our services are designed to manage your personal finances and navigate complex financial situations effectively.
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  • Shareonce, Llc
    Vice President Operations
    Shareonce, Llc Jun 2008 - Jun 2010
    Austin, Tx
    Developed processes and workflows for internal operations of various companies assisted or started by ShareOnce.
  • Self-Employed
    Business Consultant
    Self-Employed May 1997 - 2010
    Provided consulting services for small businesses:Business Planning: Developing business plans and updates; strategic planning and forecasts; identifying market opportunities and potential alliances.Operations: Developed workflow plans and processes; identified areas to automate; website and back-office integration.Accounting: Various accounting and bookkeeping assistance including: - Start up: Set up chart of accounts; organized processes and workflow; assisted with organizing documents; developed financial forecasts and cash flow analysis for planning purposes and funding requests. - Planning and Advisory: Advised on pricing and receivables policies, product mix, and other strategies to smooth out cash flow; growth and expansion planning; strategic relationships for co-marketing activities and cost-sharing.Marketing: Advised on online and other promotional materials; developed sales and marketing channel management policies; developed customized CRM tools and various direct marketing materials and systems; developed database tracking systems to calculate cost of customer acquisition and customer value/ROI studies; Advised on product mix, packaging, and merchandising; Analyzed margins and costs per distribution channels, suggested changes to increase channel profitability.Market Research: Conducted and analyzed survey results. Performed meta data studies.
  • Leather Accessories Connexion
    Technical Director
    Leather Accessories Connexion May 1997 - 2006
    Responsible for all technical aspects of the company's online presence. Developed, updated, and maintained website, selected new technologies, hired and oversaw any outside development resources, managed all marketing budgets, and analyzed sales to ensure maximum ROI. Selected, installed, and configured an automated email system for opt-in newsletters, customer follow-ups, and other "soft-touch" marketing activities. Managed website to back-end office integration.
  • Coremetrics
    Senior Analyst / Project Manager
    Coremetrics Feb 2000 - Jan 2001
    Austin, Texas Area
    Research and assistant to the Vice President of Technology.Performed industry market research, metadata analysis, trending, and movements.Assisted product manager with specific analysis tasks, sales teams with suggesting custom services to customers based on needs.Led integration teams to install technologies on major retailer websites. Assisted customers in designing reports and developing telemetry needs.
  • Lcra Small Business Development Center
    Senior Business Analyst
    Lcra Small Business Development Center May 1997 - 1999
    Austin, Tx
    The LCRA Small Business Development Center is a program funded by the Small Business Administration (SBA). It provided no-cost advisory services to small businesses in the service area.Business Start Up: Business plans, proforma financial preparations, forecasting, state and federal applications and forms.Accounting: Setting up start-up accounting, advised on operations, reviewed past financial statements and suggested changes to operations to help margins and cash flow, assisted with loan and equity financing requests/packages.Marketing: Performed market research meta-analysis studies, reviewed marketing materials, pricing, product mix, and other aspects of the business to suggest stronger messaging and branding.Operations: Designed workflows to help businesses streamline operations, automate or otherwise minimize back-office work when possible.
  • Leather Connexion
    Owner / Founder
    Leather Connexion Sep 1993 - Apr 1997
    Founded mail-order/catalog business that sold custom leather accessories to motorcyclists. Responsible for all marketing, design, customer service, and daily operations. Established online presence in 1995. Sold business in 1997.
  • Entrepreneural Market Research Services Center
    Senior Business Intelligence Analyst
    Entrepreneural Market Research Services Center Feb 1994 - Mar 1997
    University Park, Pa
    The EMRSC was a pilot program to the Ben Franklin Technology Center, a part of Penn State Technology Transfer department.Provided various strategic planning, market research, and other related business support services to a variety of organizations who were part of the Ben Franklin service area: * Proforma financial statements, projections, and cash flow analysis. * Market research studies - product viability, alliance/sell to identification, growth projections. * Business Start up assistance. * Advisory Services - Product mix, channel and distribution management, operations analysis and streamlining, regulation compliance.
  • Polychemistry Innovations
    Marketing Manager
    Polychemistry Innovations Jun 1993 - Mar 1995
    State College, Pennsylvania Area
    Designed, developed, and executed all marketing plans, materials, and communications.Managed trade shows, developed CRM database, marketing processes, and developed alternative sales channels.Researched and suggested other product applications, developed strategic plans to develop new markets or product niches.

Shannon Tefft-Janes - Daily Money Manager Skills

Marketing Online Marketing Sales Business Development

Shannon Tefft-Janes - Daily Money Manager Education Details

Frequently Asked Questions about Shannon Tefft-Janes - Daily Money Manager

What company does Shannon Tefft-Janes - Daily Money Manager work for?

Shannon Tefft-Janes - Daily Money Manager works for Executor Navigator, Llc

What is Shannon Tefft-Janes - Daily Money Manager's role at the current company?

Shannon Tefft-Janes - Daily Money Manager's current role is President and Founder.

What schools did Shannon Tefft-Janes - Daily Money Manager attend?

Shannon Tefft-Janes - Daily Money Manager attended Penn State University.

What skills is Shannon Tefft-Janes - Daily Money Manager known for?

Shannon Tefft-Janes - Daily Money Manager has skills like Marketing, Online Marketing, Sales, Business Development.

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